Unclaimed Profile

Cullen Breen

DUTCH ASSET CORPORATION·ALBANY, New York

Series 7, Series 24, Series 66CFPClean record15 years registeredDUTCH ASSET CORPORATION

11 N PEARL ST STE 1405, ALBANY, NY 12207CRD# 5818590Firm CRD# 170884

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cullen Breen · ALBANY, NY

Registration

CRD #5818590 · DUTCH ASSET CORPORATION · 15 years registered

Brand Profile

Not yet started

Career History

DUTCH ASSET CORPORATION

Mar 2015 – present

STACKHABIT

Mar 2021 – Dec 2022

ALBANY, NY

LPL FINANCIAL LLC

Mar 2012 – Jun 2014

GLENMONT, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2010 – Mar 2012

ALBANY, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · September 7, 2010

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DUTCH ASSET CORPORATION

CRD 170884 · SEC 801-122087

AUM

$70M

Regulatory assets under management

Employees

207 client accounts

Services offered by DUTCH ASSET CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DUTCH ASSET CORPORATION →

Introduction

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Frequently Asked Questions

What services does Cullen Breen offer?

Cullen Breen specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.

What are Cullen Breen's credentials?

Cullen Breen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Cullen Breen located?

Cullen Breen is based in ALBANY, New York, working with DUTCH ASSET CORPORATION. Their office serves clients in the ALBANY metropolitan area and surrounding communities.

How does Cullen Breen charge for services?

Cullen Breen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DUTCH ASSET CORPORATION?

DUTCH ASSET CORPORATION has approximately 3 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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